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Market Musings with Fairbairn & Russell

English, Finance, 4 seasons, 226 episodes, 5 hours, 38 minutes
About
Two investors chatting across the table about their investing journeys, the market & shares they hold or look interesting
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S4 Ep20: Mining #investing - Where is the future? John Teeling Arkle Resources #ark

00:00:14 Introduction to Arkle Resources 00:00:50 Green Revolution and Resource Demand 00:03:03 Global Lithium Demand and China’s Dominance 00:04:42 Lack of Exploration in Critical Raw Minerals Act 00:07:53 Decline of Junior Explorers 00:11:00 Exploration and Risk 00:16:14 Global Mining Legislation and Exploration 00:20:28 Middle-Class Growth in Developing Countries 00:23:45 The Misconceptions of Environmental Activism 00:26:22 Technological Solutions for a Greener Future 00:28:37 Gold as a Store of Value 00:30:46 Lithium Exploration in Botswana 00:36:14 Zinc Exploration in Ireland 00:39:52 Lithium and Gold in Zimbabwe and Ireland
10/21/202441 minutes, 23 seconds
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S4 Ep19: "Riding the Rocket!" of Share Price Growth #sbmi #silver #investing #stockmarket

00:00 - Welcome and Introductions 01:30 - Peter Clausi Early Career: From Law to Mining - Peter shares his academic background in computer science and law, and how he transitioned into the mining industry.  04:50 - Involvement in Fit Spirit: Promoting Self-Esteem for Teenage Girls - Peter discusses his work with Fit Spirit, a charity focused on empowering young women.  07:00 - Canada's Changing Retail Investor Landscape in Mining - Peter explains the decline in retail investor interest in mining and the impacts of cannabis and crypto investment trends. 10:30 - Public Perception of Mining and the Green Revolution - Peter dives into misconceptions about mining and the industry's crucial role in the Green Revolution.  12:30 - Challenges in Mining and Coping with Stress - Peter shares personal stories about the supply chain challenges faced by Silver Bullet Mines during the pandemic.  17:00 - Defining Success in Mining and Business - Peter reflects on past successes and the importance of long-term strategy over quick wins.  20:30 - Multiple Roles and Public Company Responsibilities - Peter talks about his other roles in public companies, including CBLT Inc., and his commitment to transparency with shareholders.  24:00 - Work-Life Balance: Family, Work, and Personal Life - Peter shares how he manages his busy professional life while balancing personal commitments and passions like cooking and guitar.  29:30 - Future of Silver Bullet Mines: Production and Revenue Goals - Peter discusses Silver Bullet Mines' production goals, third-party material processing, and revenue plans for Q4.  33:00 - Long-Term Vision for Silver Bullet Mines - Peter outlines the company’s future development plans, including possible takeovers and expansion of other mining properties.  34:45 - Closing Remarks and Farewell - Final thoughts from Peter and the hosts, along with an invitation to meet in person at PDAC in March.
10/11/202435 minutes, 38 seconds
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S4 Ep18: A Mining Legacy in Africa | Jason Brewer | Marula #kenya #maru #africa #copper #lithium #graphite

00:00 - Introduction and Welcome - Market Musings podcast introduction and greetings with co-host Pam Sidhu.  00:00:54 - Guest Introduction: Jason Brewer - Introduction to Jason Brewer from Marula Mining and his role.  00:02:26 - Jason Brewer’s Background and Early Career - Jason's childhood, mining family, and early experiences in the mining industry.  00:04:43 - Love for Africa - Jason discusses his attraction to Africa, its opportunities, and how he’s thrived in this environment.  00:07:22 - Challenges and Success in Africa - Jason explains the determination needed to succeed in Africa and the entrepreneurial mindset that thrives there.  00:14:14 - Marula Mining’s Ambitions - Jason lays out his goals for Marula Mining and the company's long-term vision of growth and sustainability.  00:25:15 - Daily Life and Routine - Jason shares his daily routine, work ethic, and the role of maintaining balance between work and health.  00:39:07 - Reflections on Past Career and Lessons Learned - Jason reflects on past career experiences, both successes and failures, and how they've shaped his approach to business today.  00:45:03 - Charity and Giving Back - Jason discusses his involvement with the Mayflower Children's Foundation and the importance of giving back in Kenya.  00:52:28 - Project Updates and Future Plans - Jason provides updates on Marula Mining’s key projects and looks forward to transformative developments in 2025.
10/1/202458 minutes, 28 seconds
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S4 Ep17: Market Insights with Charles Archer #gmet, #pow, #svml, #ntog, #met1, #ciz

00:00 - Introduction 01:15 - Guardian Metal Resources 08:46 - Power Metal Resources 14:00 - Sovereign Metals 21:55 - Nostra Terra Oil & Gas 35:43 - Metals One 43:16 - Cizzle Bio Tech
7/10/202450 minutes, 50 seconds
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S4 Ep16: Back In The Black ft. Paul Welch CEO Nostra Terra Oil & Gas #ntog #texas #oil

00:00 - Introduction 01:40 - Paul's Potted History 16:30 - Working at Shell 22:00 - Turning The Company Around 28:50 - Oil Field Potential 40:25 - Expansion Potential 43:16  - Funding, Oil Price, Production Target 47:15 - What Do You Want To Achieve & How By Mark Fairbairn & Alan Green Recorded 18/6/2024
7/9/202447 minutes, 51 seconds
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S4 Ep15: Not A Case Of 'You Got A Hunch, You Bet A Bunch' w/ Rick Rule

00:00 - Introduction 02:40 - Rick's Apprenticeship Bar 09:25 - What Questions Do You Ask Of CEO's 16:00 - Defining Your Time Catalyst  24:30 - Money is Made in the Delta of Value vs Price 27:12 - How Do You Pick A Stock? 32:24 - Where Are We in the Mining Cycle? 37:02 - Questions From Our Audience 42:25 - Rick Invites You To Mining Journal Select London 44:15 - Rick Rule Symposium By Mark Fairbairn Recorded 20/6/2024
6/26/202448 minutes, 26 seconds
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S4 Ep14: Copper, Uranium & Innovation w/ Nicole Galloway-Warland CEO Thor Energy #thr #uranium #copper

00:00 - Introduction 00:40 - Nicole's Journey to Geology   - Nicole's background and early interest in geology.   - Nicole's early career challenges, working underground, and gender barriers in the mining industry. 04:20 - Evolution and Shifts in the Industry   - Shifts in industry culture and the impact of women in mining.   - Nicole's transition to exploration and the excitement of discovery. 07:24 - Challenges in the Industry   - Market challenges, project dormancy, and commodity preferences. 08:55 - Memorable Discoveries   - Discussion about Nicole's favorite commodity, gold, and experiences in gold discovery.   - Memorable experiences working in Ukraine and Argentina. 11:39 - Challenges in Different Environments   - Challenges faced in different parts of the world and remote environments.   - Different types of deposits Nicole has worked with and her approach to exploration. 15:25 - Transition to Thor Energy   - Nicole's transition to Thor Energy and the shift from Thor Mining to Thor Energy. 18:10 - Uranium Projects   - Discussion about Thor Energy's focus on uranium projects and their importance. 20:28 - Copper Projects   - Explanation of the in-situ recovery method for copper projects. 22:14 - Upcoming Activities   - Upcoming drilling programs and project evaluations. 00:24:19 - Personal Reflections and Future Goals   - Nicole's personal reflections on her time with Thor Energy and future goals..
6/5/202426 minutes, 12 seconds
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S4 Ep13: Green Brines & Lithium Lines In Bolivia w/ David Horgan Chairman Clontarf Energy #clon

00:00 - Introduction 01:14 - The Demand for Lithium 17:00 - Clean & Green Lithium from Brines 23:58 - Working in Bolivia 31:39 - EU Participation in Securing Lithium  41:12 - How Far Along Are You? 42:53 - Pilot Plant & Production 49:05 - Phases of Development
5/31/202454 minutes, 13 seconds
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S4 Ep12: Blow Off Top In Equities Q4 w/ The Zeberg Report #investing #mining #commodities #gold #economy

In this podcast Henrik Zeberg of The Zeberg Report joins host Mark Fairbairn & CEO of Panther Metals Darren Hazelwood as they discuss Henrik's Blow Off Top theory and some of the key factors driving a bullish equities market followed by a crisis and a major opportunity in commodities & mining  00:00 - Introductions  01:50 - Henrik's Theory  04:22 - The Business Cycle - Macro Data  12:37 - The Blow Off & Interest Rates  19:07 - How will we get through the turmoil?  26:37 - Timing is Everything  33:15 - What Does Post Crisis Look Like?  39:32 - Whats Driving Commodity Prices #gold  46:10 - Almighty Opportunity in Miners  47:47 - Planning Ahead - Final Thoughts By Mark Fairbairn
5/27/202453 minutes, 54 seconds
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S4 Ep11: Hi Yo Silver: Building A Producing Silver Mine w/ John Carter CEO Silver Bullet Mines #sbmi #silver

00:00 - Introduction to John 11:11 - Silver Bullet Mines 18:05 - Challenges Along The Way 26:11 - Washington (Idaho) 33:19 - Cashflow from Processing Other Mine's Ore 35:54 - What Is To Come Near Term By Mark Fairbairn & Alan Green Recorded 3/5/2024
5/15/202444 minutes, 11 seconds
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S4 Ep10: Fulcrum's Golden Tipping Point? Gold Tailings in Ontario w/Charles Archer

00:00 - Introduction 07:29 - Uranium Projects 12:00 - Ontario Gold - Tully, Jackfish Lake, Big Bear 15:33 - Gold Tailings Opportunity
5/3/202447 minutes
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S4 Ep9: From Dial up to Hashtags | Web3 w/Malcolm Palle Chairman Coinsilium #coin

Malcolm Palle the Chairman of Coinsilium PLC joins us to discuss the recent Bitcoin Halving and the upcoming revolution of the internet with Web3 00:00 - Introduction 01:15 - Bitcoin #btc 11:26 - Web3 20:21 - How to Compete with the Big Internet Players 26:46 - New Advertising Models for Web3 31:40 - Will Google etc Adapt to Web3? 34:34 - Key Next Steps in the Evolution of Web3 37:12 - Decentralization of Data Like How Crypto Decentralized Money 42:47 - Bolt 45:28 - How Will Coinsilium Give Investors Exposure Upside to Investors By Mark Fairbairn & Alan Green Recorded 25/4/2024
5/1/202452 minutes, 53 seconds
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S4 Ep8: Positioning For An Electric Future with #ree & Copper w/ Cedric Simonet CEO Altona Rare Earths

00:00 - Introduction 01:44 - Cedric's Background  13:10 - Monte Muambe Fluorspar Opportunity  15:38 - Scoping Study  20:20 - REE Prices & Market Outlook  27:10 - Monte Muambe Economics  30:35 - What Do You Need To See To Make Monte Muambe A Success?  33:37 - Copper in Zambia  41:26 - Kalahari Copper Belt  52:05 - The Mining Cycle  By Mark Fairbairn & Alan Green
4/23/202455 minutes, 53 seconds
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S4 Ep7: We Want To Build This Into a Billion £ Company w/ David Lenigas, Chairman Vinanz PLC #btc #bitcoin

00:00 - Introduction 01:15 - BTC price and what is driving it 10:07 - Alt Coins 13:13 - Who Are Vinanz PLC 13:36 - Lessons learnt from other BTC mining operators 27:13 - What is the Vinanz Investment Case? 29:22 - Tokenisation of Assets 34:43 - USA Roadshow 40:55 - Gold and Silver By Mark Fairbairn, Alan Green
4/14/202447 minutes, 30 seconds
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S4 Ep6: Market Insights: #pow #fdr #gmet #ecr #cobr #kdnc with Charles Archer

00:00 - Introduction 09:57 - Power Metal Resources 17:28 - First Development Resources 19:07 - Golden Metal Resources 25:47 - Market Risks 28:42 - ECR Minerals 29:29 - Cobra Resources 35:00 - Cadence Minerals
3/27/202446 minutes, 10 seconds
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S4 Ep5: Whats Driving the Bitcoin Price w/ Malcolm Palle of Coinsilium #btc #coin #investing #crypto

3/12/202442 minutes, 48 seconds
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S4 Ep4: Junior Miners in 2024 with Rich Lloyd CEO of MINEXIA

00:00 - Introduction 02:55 - Uranium 07:40 - Gold 08:30 - Indaba 11:30 - What Deals Are You Seeing? 13:50 - Lithium 15:20 - Vibe with the Juniors, M&A 18:10 Attractive Jurisdictions 22:30 - Final Thoughts
2/2/202423 minutes, 45 seconds
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S4 Ep3: Risk & Reward | Building a Risk management Business #acrm

1/26/202439 minutes, 29 seconds